CoreFirst Bank & Trust’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

CoreFirst Bank & Trust’s Portfolio ETJ Stock Details ETJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,125	Closed	-$9K	–	396
2022 Q2	$9K	Hold	1,125	–	–	0.01%	336
2022 Q1	$11K	Hold	1,125	–	–	0.01%	344
2021 Q4	$12K	Hold	1,125	–	–	0.01%	368
2021 Q3	$12K	Hold	1,125	–	–	0.01%	378
2021 Q2	$13K	Hold	1,125	–	–	0.01%	382
2021 Q1	$12K	Hold	1,125	–	–	0.01%	380
2020 Q4	$12K	Buy	+1,125	New	+$11.3K	0.01%	347

Other funds holding ETJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

CoreFirst Bank & Trust's ETJ Position: Q3 2022 in Review

CoreFirst Bank & Trust sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2022, closing a stake of 1,125 shares — an estimated $9K sold.

CoreFirst Bank & Trust first reported a position in ETJ in Q4 2020 and held it in 7 quarters. The position peaked at $13K in Q2 2021. 79 funds tracked by Wall St. Rank hold ETJ as of Q3 2022.

CoreFirst Bank & Trust reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2022 after selling out during the quarter.
CoreFirst Bank & Trust sold 1,125 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2022, an estimated $9K.
CoreFirst Bank & Trust first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2020 and held it in 7 quarters.
CoreFirst Bank & Trust's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $13K in Q2 2021.
79 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2022.

Based on CoreFirst Bank & Trust's 13F filing for Q3 2022, filed 16 Nov 2022.